Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KoCAA generally charges a negotiated fee based on the market value of assets managed. They may also charge a negotiated flat fee for certain services. Fee schedules may vary based on factors like investment strategy, account size, client servicing requirements, and negotiated differences. The investment advisory fee for Mutual Funds is calculated daily and paid monthly as a percentage of the fund's average daily net assets. Private Commingled Funds pay a fee based on the investor's interest in the fund. The Private Credit Fund pays a management fee based on the net asset value, with different rates for investors with capital commitments below or above $25 million.
Areas of Practice
Advisor Information
Office location
One Liberty Square, 10th Floor, Boston, MA, 02109
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Andrea is an Institutional Client Service Manager for Knights of Columbus, spending nearly full-time on this role. She is also the President of Reading Midget Rockets, Inc., a youth sports program, dedicating about 10-20% of her time.